LA
BKSC

Legacy Advisors’s Bank of South Carolina BKSC Stock Holding History

Legacy Advisors’s Portfolio BKSC Stock Details BKSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-165
Closed -$3K – 364
2019
Q2 		$3K Hold
165
– – ﹤0.01% 345
2019
Q1 		$3K Buy
+165
New +$3.04K ﹤0.01% 381
2018
Q4 		– Sell
-165
Closed -$3K – 459
2018
Q3 		$3K Hold
165
– – ﹤0.01% 437
2018
Q2 		$3K Hold
165
– – ﹤0.01% 382
2018
Q1 		$3K Hold
165
– – ﹤0.01% 327
2017
Q4 		$2K Hold
165
– – ﹤0.01% 334
2017
Q3 		$2K Hold
165
– – ﹤0.01% 335
2017
Q2 		$3K Hold
165
– – ﹤0.01% 186
2017
Q1 		$3K Hold
165
– – ﹤0.01% 187
2016
Q4 		$3K Buy
+165
New +$3.06K ﹤0.01% 199

Other funds holding BKSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $102M AUM 15.41% 1-Year Est. Return
PL
PWMCO LLC Chicago, Illinois $299M AUM 14.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIMC
Benson Investment Management Company Roanoke, Virginia $18.8M AUM 23.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Advisors's BKSC Position: Q3 2019 in Review

Legacy Advisors sold out of Bank of South Carolina (BKSC) in Q3 2019, closing a stake of 165 shares — an estimated $3K sold.

Legacy Advisors first reported a position in BKSC in Q4 2016 and held it in 10 quarters. The position peaked at $3K in Q2 2019. 25 funds tracked by Wall St. Rank hold BKSC as of Q3 2019.

  • Legacy Advisors reported no remaining Bank of South Carolina position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 165 Bank of South Carolina shares in Q3 2019, an estimated $3K.
  • Legacy Advisors first reported a position in Bank of South Carolina in Q4 2016 and held it in 10 quarters.
  • Legacy Advisors's Bank of South Carolina position peaked at $3K in Q2 2019.
  • 25 funds tracked by Wall St. Rank held Bank of South Carolina as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.